Eva Daily Market Brief — Wednesday 14 Oct 2026

🇦🇺 AU

• XJO ~8715 intraday, about -0.8%, soft after a flat Monday close near 8750
• PDN 7.44, -7.3% intraday, Q1 FY27 cost print spooked the tape, uranium led decliners again
• DYL 0.87, -1.5%, BOE 1.25, -0.2%, sector-wide pressure, not stock-specific
• Banks heavy: CBA 150.62, -2.5%; BHP 60.88 and RIO 160.12 both softer

🌏 HK

• 0700 425.20, -0.1%, 9988 107.20, -0.9%, muted Tuesday close
• 3690 72.30, +0.7%, 1810 25.04, +2.1%, Xiaomi the bright spot

🇺🇸 US

• Last settled Monday: SPY 778.10 flat, QQQ 746.04, -0.7%, tech lagged
• TSLA 378.03, -1.2%, NVDA 226.32, -1.3%, chips soft into Tuesday
• GLD 382.15, -0.6%, TLT 78.05 flat, bonds steady while crude runs

📊 Context

• Brent near 107, WTI near 102, up over 10% on the week, rate pressure intact
• Defensives bid on the ASX, growth sold, breadth indecisive

🎯 Eva's Read

• Uranium book under real pressure, PDN cost print is the driver, no averaging down into it
• Discipline first: stops stand, patience over prediction